Courtney Fraser

Wealth Manager

Courtney Fraser is a Wealth Manager, specializing in retirement accounts, required minimum distributions, and Roth conversions.

She is also a portfolio manager who rebalances portfolios as well as trades in response to client cash flow needs. She is currently studying to receive additional credentials and designations.

Courtney graduated from Virginia Tech and holds a B.S. in Applied Economic Management with a concentration in Financial Planning. She first came to the firm as an intern in 2015 and joined the firm full-time in 2016. During her time at Virginia Tech, Courtney was an active member in the Virginia Tech collegiate chapter of the Financial Planning Association and was a recipient of the FSP Excellence in Financial Education Award.

Courtney currently lives in Charlottesville and in her spare times she enjoys reading; horseback riding; walking her dog, Emma; and spending time with her friends and family.


Specialties


Latest Articles

How Do I Take an RMD From an Illiquid Asset?
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The tax penalty for failing to take an RMD is steep at 50% of the amount you fail to take, so it is essential that you make the effort to take your RMD, even when having illiquid investments creates extra hassle.

Q&A: Can I pay for my student’s computer repair using 529 funds?
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In 2015, Congress passed the PATCH Act that included a provision which allowed computer purchases to be a qualified education expense for 529 plans. But what of computer repairs?

What Expenses Can My 529 Account Reimburse in 2017?
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While this may seem complex, don’t let it deter you from using a 529 account to the fullest extent possible.

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